Annual Planning Meeting

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The annual planning meeting is a time to set goals, decide priorities, allocate resources, and create a plan for the next year to help the organization grow and succeed.

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Para equipos

Don’t let action items die: connect meeting notes to project docs to make more impact

When meeting notes and project docs are connected, both benefit. Meetings become actionable, and projects stay on track.

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Create and use an upvote formula for team decisions

Using an upvote formula in a shared database gives teammates a voice and fosters company-wide transparency.

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Using meeting notes templates to create consistent documentation

Using a meeting notes template ensures you jot down the most important bits and keep everyone’s documentation consistent. Learn how to effectively take meeting notes.

Alyssa Zacharias

Marketing

Annual Planning Meeting

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